Managing Visitors (Admin)
Review, manage, and export visitor check-in records across projects.
Enabling Visitors
To enable visitor check-in, enable the Visitor Check-in module in Company Settings. This applies to all projects under the company. Once enabled:
- The Project Entry QR code automatically routes to the check-in page, which shows Worker/Visitor selection buttons
- Visitor logs are available in the project's Visitor Logs section
QR Code Setup
Company administrators can generate the QR code from the Location QR Code page. When the Visitor Check-in module is enabled, the Project Entry QR code automatically directs users to the check-in page where they choose between Worker and Visitor. No separate QR code is needed — a single QR code handles both workflows.
Visitor Logs List
Access the visitor logs from Admin → Data → Visitor Logs. The table displays all visitor check-ins across projects.
Each row shows:
- ID: Unique visitor log identifier
- Visitor Name: The visitor's full name
- Company: The visitor's company name
- Contractor: Associated contractor, if selected
- Project/Location: Where the check-in occurred
- Check In/Out: Timestamps for arrival and departure
- Status: Export status (Pending, Synced, Failed)
Filtering & Search
Use the search bar to find visitors by name, company, project, or contractor. Filter by status to see only pending, synced, or failed exports.
Checking Out Visitors
To check out a visitor from the admin panel, click the Check Out button in the Actions column. A dialog will appear where you can optionally add notes about the checkout. Click Checkout Visitor to confirm. The checkout time is recorded and the visitor log is automatically re-exported to Procore with the updated end time.
Syncing to Procore
Visitor logs are automatically exported to Procore's Daily Log Visitor Logs when the project belongs to a Procore company with manpower log exports enabled. Checkout notes are included in the Procore export details. Use the sync button to manually re-export a visitor log if needed.
Check-in Notifications
Users whose role has the Receive Visitor Checkin Notifications permission will automatically receive email and SMS notifications whenever a visitor checks in at any project location they are assigned to.
To enable this:
- Go to Admin → Configuration → Roles
- Edit or create a role and enable the receive visitor checkin notifications permission under the Notifications group
- Assign this role to users on the relevant project
Project Visitor Management
Project team members can view and manage visitors from the Visitor page within the project. This page shows all visitor check-ins for the project and allows checking out active visitors.